Client Intake Document automation Events 
Above the Law - Technology
MARCH 7, 2023
ABA TECHSHOW kicked off in Chicago last week with its traditional opening event, the Startup Alley pitch competition, in which 15 legal tech startups present three-minute pitches in pursuit of top honors. In his pitch, founder Tony Valenti told the audience that Universal Migrator supports migrations between more than 60 applications.
Rocket Matter
APRIL 22, 2025
It centralizes matter management, legal billing, trust accounting, and document automation into one intuitive system. Rocket Matter also includes a client portal, a built-in Customer Relationship Management (CRM) system, and sophisticated dashboard reporting to help clients effectively manage their client base.
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Clio
JANUARY 15, 2024
In other words, in addition to providing an excellent client-centered experience , you need to go to more networking events, both to meet other lawyers and to meet new clients. To connect with potential clients, consider networking events outside of your industry.
Clio
MARCH 7, 2025
For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. For example, law firms can benefit from automation in the following key areas: 1.
Clio
MARCH 25, 2025
Clio Manage has a powerful calendaring software that can track events, billable hours, and even allow confirmation via texts. Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors. Clio Grow pairs with Manage, automating your client intake process.
Legal Tech Monitor
MARCH 7, 2023
ABA TECHSHOW kicked off in Chicago last week with its traditional opening event, the Startup Alley pitch competition, in which 15 legal tech startups present three-minute pitches in pursuit of top honors. In his pitch, founder Tony Valenti told the audience that Universal Migrator supports migrations between more than 60 applications.
Rocket Matter
SEPTEMBER 14, 2022
Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.
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